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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Spire Wealth Management
Virginia
$129K -$3.28K -28 -3%
PPC
402
Park Place Capital
Alabama
$120K +$2.93K +25 +3%
BEI
403
Benjamin Edwards Inc
Missouri
$117K +$109K +927 New
UB
404
UMB Bank
Missouri
$112K +$41.5K +354 +66%
AAP
405
Arax Advisory Partners
Colorado
$111K +$4.11K +35 +4%
JFA
406
JNBA Financial Advisors
Minnesota
$106K – – –
ANBT
407
American National Bank & Trust
Texas
$105K +$97.7K +833 New
SPIA
408
Steward Partners Investment Advisory
New York
$104K – – –
CIM
409
Contravisory Investment Management
Massachusetts
$101K +$94.1K +802 New
GWS
410
Glassman Wealth Services
Virginia
$100K -$39.1K -333 -30%
BF
411
BOK Financial
Oklahoma
$98.1K -$880K -7,503 -91%
PTC
412
Private Trust Company
Ohio
$96.4K +$4.81K +41 +6%
TI
413
Tidal Investments
Wisconsin
$91K +$84.7K +722 New
PWMA
414
Pension & Wealth Management Advisors
Massachusetts
$89.7K – – –
HBW
415
Hazlett, Burt & Watson
West Virginia
$88K – – –
HIA
416
Harbor Investment Advisory
Maryland
$82.1K +$5.04K +43 +7%
ACA
417
Atlas Capital Advisors
Wyoming
$82.1K +$76.1K +649 New
ONST
418
Old North State Trust
North Carolina
$81K -$938 -8 -1%
LSA
419
Leonteq Securities AG
Switzerland
$80.2K -$222K -1,893 -75%
RFA
420
Resurgent Financial Advisors
Georgia
$76.3K -$13.1K -112 -16%
LTI
421
Laffer Tengler Investments
Tennessee
$74.2K -$821 -7 -1%
MIM
422
Meridiem Investment Management
United Kingdom
$69.6K – – –
GBT
423
Grove Bank & Trust
Florida
$65.8K -$17.9K -153 -23%
AF
424
Allworth Financial
California
$64.7K +$22.1K +188 +58%
MA
425
Montag & Associates
Georgia
$63.8K – – –